Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund - Admiral Shares Pooled separate account in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZOOX, INC. ZOOX, INC. 401(K) PLAN | FOSTER CITY CA | 2,686 | $222.5M | $1.5M |
| 2 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN | EDINA MN | 152 | $66.0M | $541K |
| 3 | LEGACY PHARMACEUTICAL PACKAGING, LLC LEGACY PHARMACEUTICAL PACKAGING 401(K) PROFIT SHARING PLAN |
EARTH CITY MO |
| 234 |
| $8.6M |
| $501K |